Chief Executive Officer · Willis Asset Finance Management LLC
Austin C. Willis
CRD 4419459 · Named on Form ADV at one SEC-registered adviser
At a glance
Willis Asset Finance Management LLC, an SEC-registered private fund adviser based in Coconut Creek, FL with $349 million in regulatory assets, lists Austin C. Willis on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Willis Asset Finance Management LLCChief Executive OfficerPrivate fund adviser · Coconut Creek, FL · $349M in regulatory assets
AtlasMembers
Austin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Scott B. FlahertyChief Financial Officer, Willis Asset Finance Management LLC
- Joshua L. ButlerChief Compliance Officer, Willis Asset Finance Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Austin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.